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Version: 8.1

Single Sign-On via Microsoft Entra AD

You can integrate Creatio with Microsoft Entra Active Directory (Microsoft Entra AD) to manage single sign-on for all Creatio users that work in the corporate network.

Important

The example uses the https://site01.creatio.com/Demo_161215/ Creatio URL. Replace these URLs with the corresponding URLs of your sites when you perform the actual setup.

In general, the following steps are required to set up Single Sign-On in Creatio:

  1. Download the file that contains the integration metadata. Read more >>>
  2. Perform the setup in Microsoft Entra AD. Read more >>>
  3. Perform the setup in Creatio. Read more >>>

Download the metadata​

  1. Click the button to open the System Designer.
  2. Click Single Sign On configuration.
  3. Click . This opens a drop-down menu.
  4. Select “Microsoft Entra AD (formerly Azure AD).” This opens the setup page.
  5. Click Get metadata.
  6. Save the file to your local machine. Then upload it to the Microsoft Entra portal to speed up the configuration.

Perform the setup in Microsoft Entra AD​

To configure the settings below, register Creatio in the administrator account of the enterprise identity service of Microsoft Entra Active Directory (Microsoft Entra AD). Learn more in the Microsoft documentation.

  1. Add a new SSO application (Trusted Relaying Party) to Microsoft Entra AD:

    1. Open the Enterprise applications section → All Applications.
    2. Click New application.
    3. Select “Creatio” in the Add from the gallery section and add the application. Learn more in the Microsoft documentation: Add Creatio from the gallery.

  2. Open the Single sign-on section and specify the following parameters:

    1. Select “SAML” in the Single Sign-on Mode parameter.
    2. Enter the full website name, for example, https://site01.creatio.com/Demo_161215/, in the Identifier parameter.
    3. Enter the full website name and /ServiceModel/AuthService.svc/SsoLogin address, for example, https://site01.creatio.com/Demo_161215/ServiceModel/AuthService.svc/SsoLogin, in the Reply URL parameter.

  3. Save the following data to perform the setup in Creatio (Fig. 1):

    • Microsoft Entra AD Identifier
    • Login URL
    • Logout URL
Fig. 1 Data required to perform the setup in Creatio
Fig. 1 Data required to perform the setup in Creatio
note

By default, Microsoft Entra AD passes the following fields to Creatio: Given name, Surname, Email address, Name. The email address serves as the username.

Perform the setup in Creatio​

Follow these steps to set up single sign-on in Creatio:

  1. Click the button to open the System Designer.

  2. Click Single Sign On configuration.

  3. Click . This opens a drop-down menu.

  4. Select “Microsoft Entra ID (formerly Azure AD).” This opens the setup page.

  5. Fill out the following parameters:

    1. Enter the unique identifier you got while setting up Microsoft Entra AD in the Microsoft Entra identifier parameter.
    2. Enter the URL of the identity provider’s single sign-on in the SingleSignOnServiceUrl parameter. For Microsoft Entra AD, this is usually https://login.microsoftonline.com/\<azure account="" id="">/saml2. Find out the settings of the added connector in the Microsoft account.
    3. Enter the URL of the identity provider’s single sign-off in the SingleLogoutServiceUrl parameter. For Microsoft Entra AD, this is usually https://logout.microsoftonline.com/\<azure account="" id="">/saml2. Find out the settings of the added connector in the Microsoft account.

  6. Fill out the provider's name to display on the Creatio login page in the Display name field.

  7. Turn on Just-In-Time Provisioning (optional). This mechanism automatically creates the corresponding Creatio user account with proper data from the identity provider, such as user group, employee name, contact information, etc. To do this, select the Create and update users data when log in (Just-In-Time Provisioning) checkbox and map the fields.

    Fig. 2 Set up Just-In-Time Provisioning
    Fig. 2 Set up Just-In-Time Provisioning

  8. Define your provider. To do this, slect the Default provider checkbox.

  9. Test whether the provider is working correctly (optional). To do this, open the provider page and click Test Sign In.

    Fig. 3 Test the provider
    Fig. 3 Test the provider

Set up SSO authentication for Mobile Creatio​

Mobile Creatio lets you log in using the Single Sign-On technology. To set up SSO authentication for Mobile Creatio, turn on the “Use SSO in the mobile app” (“MobileUseSSO” code) system setting.

If the SSO authentication for Mobile Creatio is turned on, the app displays an identity provider page that includes the login and password fields.

See also​

Single Sign-On via OneLogin

Just-In-Time User Provisioning

Microsoft Entra Active Directory Seamless Single Sign-On: Quickstart (Microsoft Entra Active Directory product documentation)

Microsoft Entra AD portal (open the Microsoft Entra AD portal)

Instructions on publishing your application in the gallery (Microsoft documentation)